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As a Fisher Investments Review Associate you are the heart of our daily correspondence and will quickly build your network across the firm.
You will have direct visibility to all departments at Fisher Investments by helping our internal partners craft professional and accurate correspondence to our clients.
This is an excellent platform for those new to the finance industry that hope to build transferable skills and further their career within a global company.
The Opportunity :
The Fisher Investments Review Team ensures the quality, security and privacy of all outbound correspondence. You will provide unparalleled service by working with managers throughout the firm to mitigate risks to the business and our clients.
Our collaborative team will challenge you to grow and help build the foundation to launch your lifelong career with Fisher Investments.
As a Review Associate, you will report directly to your manager who will aid in your professional development.
The Day-to-Day :
You will work with client-facing employees across all departments and countries to ensure all external email communication is compliant, accurate, and professional
Learn and stay up to date with national and international regulatory requirements
You will work with managers to recognize and mitigate risk
Review and summarize client responses for senior management to measure client sentiment
Get a 360-degree view and gain invaluable insight into various departments by helping you gain exposure and prepare for future roles
Your Qualifications :
Bachelor's degree or equivalent combination of education and experience
You take pride in your ability to accurately check for errors and inaccuracies
You excel in adapting to changing priorities
Compensation :
Why Fisher Investments :
We work for a bigger purpose : bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like :
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Last updated : 2024-06-17
Full Time
Investment Management
$99k-118k (estimate)
06/19/2024
06/19/2024
fisherinvestments.com
CAMAS, WA
1,000 - 3,000
2000
Private
KENNETH L FISHER
$500M - $1B
Investment Management
Fisher Investment provides a financial services, portfolio management, investment advice and retirement planning services.